Stock Market News
Latest financial news · Updated Aug 23, 2026
Circle Internet Group vs. Salesforce: Which Technology Stock Is a Better Buy in 2026?
The panelists have mixed views on Circle (CRCL) vs. Salesforce (CRM), with concerns about Circle's interest rate sensitivity and reliance …
Chinese humanoid robot maker Unitree prices IPO at $9 billion valuation
The panel is largely bearish on Unitree's IPO, citing a frothy valuation, margin compression, and significant geopolitical risks, despite the …
The unwind of Situational Awareness isn't the only reason the AI trade is back
The panelists generally agree that the AI infrastructure trade has rebounded post the Situational Awareness unwind, driven by strong earnings …
OpenAI seeks dismissal of Apple's trade secrets lawsuit
The panel generally agrees that OpenAI's motion to dismiss Apple's trade-secret suit is a procedural move, but the case could …
Sandvik to provide automated fleet for Viscaria copper mine restart
Sandvik's win of a multi-year automation and service contract for Viscaria's copper restart is strategically positive, securing recurring revenue and …
This Power Stock Could Be a Big Winner From the Data Center Boom
Vistra's (VST) valuation appears attractive with an 18x forward P/E and 0.5x PEG, driven by hyperscaler deals and Texas load …
Notable Friday Option Activity: MSFT, MCHP, AVGO
The discussion revolves around heavy long-dated call volume on MCHP and AVGO, suggesting institutional positioning for a multi-year move. However, …
Noteworthy Friday Option Activity: AKAM, QCOM, NFLX
The panel discusses heavy call volume in long-dated options for QCOM and NFLX, potentially signaling institutional bets on multi-year upside. …
See How Compania de Minas Buenaventura Ranks Among Analysts' Top Metals Picks
The panelists agree that Compania de Minas Buenaventura (BVN) is exposed to significant risks, particularly political, permitting, and labor risks …
The U.S. Economy Just Experienced Its 5th Largest Month of Job Losses Since 2020. Here's Why It's Both Good and Bad News
The panel's discussion centered around the July nonfarm payrolls contraction, with mixed views on its implications for the Fed's next …
Cassidy supports Todd Blanche, rescuing Trump's embattled attorney general pick
Despite securing Senate control, the confirmation of Todd Blanche as AG signals institutional capitulation and potential long-term risks, as Senate …
Dollar falls against yen after weak US jobs data
The panel consensus is bearish, with a focus on stagflation risks and potential policy errors by the Fed. They agree …